44 W i n e s & V i n e s s e p t e m b e r 2 0 1 4
company
no. of
clients
portfolio
Size
Min. / Max. products Offered contact
naTiOnaL & inTernaTiOnaL (Big BankS)
Bank of america Working capital lines, real estate loans
for vineyards and wineries, equipment
term loans, acquisition finance and
leases.
David Meddaugh
david.meddaugh@baml.com
(707) 293-2553
or tom McComas
thomas.mccomas@baml.com
(707) 293-2552
Bank of the West 300+ $1 billion $500,000
/ $100
million
Working capital, real estate loans,
vineyard development, acquisition
financing, equipment loans and leases,
foreign exchange, global capabilities in
all major wine regions with (French bank)
bNp paribas and (italian bank) bNl.
adam beak
adam.beak@bankofthewest.com
(707) 501-5136
BMO harris Bank 100 Min.:
$10 million
Complete investment banking suite, merg-
ers and acquisitions, equipment financ-
ing, short-term and mid-term financing,
vineyard financing for existing wineries,
cash management and private banking.
William bishop
william.bishop@bmo.com
(415) 354-7510
US Bank Min.:
$1 million
Working capital lines of credit, term
debt, crop loans, acquisition and equip-
ment financing, treasury management,
foreign exchange and private banking.
John Flinn
john.flinn@usbank.com
(916) 740-9231
Wells Fargo $1.2 billion real estate loans, lines of credit, insur-
ance, asset-based lending, equipment
financing, barrel leasing, private banking
and treasury management.
perry Deluca
perry.f.deluca@wellsfargo.com
(707) 584-3192
Large regiOnaL & SpeciaLTy BankS
comerica $350
million
Min.:
$1 million
Working capital lines of credit, equip-
ment loans, real estate loans, mergers
and acquisitions financing, syndicated
finance, treasury management, personal
wealth and leasing.
Chris thomson
cthomson@comerica.com
(916) 491-1304 or Debbie
Watson, dwatson@comerica.com
(415) 491-1304
First republic 125+ Max.:
$40 million
acquisition and development loans,
working capital, equipment loans.
Dan smith, dansmith@firstrepub-
lic.com, (707) 967-1502
rabobank 120 $1.1 billion $1 million
/ $75
million
Working capital, revolving lines of credit,
equipment loans and leases, real estate
financing and vineyard development.
Charles Day
charles.day@rabobank.com
(707) 591-8020
Silicon Valley
Bank (SVB)
Wine division
400+ $900
million+
$1 million /
$50 million
inventory, equipment, real estate,
construction and vineyard development
loans.
William a. stevens, wstevens@
svb.com, (707) 9671373
or rob McMillan, rmcmillan@
svb.com, (707) 967-1367
Umpqua Bank 75 $200
million
$1 million /
$25 million
accounts receivable financing, revolving
credit lines, equipment leases and loans,
real estate term loans and vineyard
development loans.
Mark brody
markbrody@umpquabank.com
(707) 252-5020
Union Bank 28 $405
million
$1 million /
$60 million
revolving credit lines, term debt,
development and acquisition finance.
James barrett
james.barrett@unionbank.com
(707) 968-9514
Top 20 Finance Companies
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